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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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197016 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196436Bloomberg television had a caption today stating “sell off due to AI valuation cfreefromwires10November 4
196435George Gilder opinion page piece in WSJ this AM and Gilder Report – Cerebras thJim Mullens9November 4
196434Apple to enter low-cost laptop market with budget Mac, Bloomberg News reports - waitwatchwander2November 4
196433OT (but likely relevant to some). "Good Enough" within stream coming waitwatchwander3November 4
196432Wonder if QCOM can develop chips for these auto companies? There are a lot of rE_K_S1November 4
196431Sounds similar to what happened to Arm with their subsidiary in China.QCOM_HYPE_TRAIN-November 4
196430globalstar-gsat-climbs-high-spacex finance.yahoo.com Only fitting G* gets takewaitwatchwander3November 4
196429It's getting worse ! Nexperia declares force majeure and warns of supplE_K_S3November 4
196428Apple might cut Qualcomm from the iPhone 18 Pro – your next 5G speeds could depeBill Wolf5November 4
196427 Apple secretly borrows Google’s brain for Siri’s next act Bill Wolf7November 4
196426Qualcomm’s next flagship chip, the Snapdragon 8 Elite Gen 6, is shaping up to beBill Wolf1November 4
196425U.S. RESEARCH ROUNDUP-5:52 AM ET, 11/04/2025 - Reuters Qualcomm : JP Morgan raiBill Wolf5November 4
196424Funny how that measure spiked on Oct 30th yet the news last week was about a 202waitwatchwander1November 4
196423[graphic]cold_snowman1November 4
196422Sony-tipped-to-release-two-new-Xperia-smartphones-including-Qualcomm-Snapdragon-waitwatchwander3November 3
196421But -- probably not.Jon Koplik2November 3
196420Bloomberg may be removed from TV, radio, and the Internet.Jon Koplik3November 3
196419Bloomberg is rinsing and repeating with "Qualcomm modems may be removed froJeffreyHF18November 3
196418Chan Carusone: The hardware solutions may look different, but you will still be waitwatchwander-November 3
196417sram-in-ai-the-future-of-memory: semiengineering.com the-uncertain-future-of-iwaitwatchwander-November 3
196416Qualcomm, MediaTek Reportedly Eyeing An Advantage Over Apple By Moving To TSMC’sbenhorseman1November 3
196415Yes, I noted much of the basic work with analog got rolling 5+ years ago. I suswaitwatchwander-November 3
196414TSMC’s 2nm race heats up by Nick Farrell on03 November 2025 Qualcomm and MediaBill Wolf3November 3
196413 Up a steep hill The semiconductor industry got a jolt last week from an Bill Wolf1November 3
196412Sorry. You’re correct, I mistook you for the person to whom I had responded. AtA.J. Mullen-November 3
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